Scott Prechtel
Financial Consultant at Equitable Advisors
Based in Troy, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Troy
Industry
Financial Services
Company size
4.3K
Contact information
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s•••••••@equitable.com
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Background
About Scott Prechtel
Resourceful, Resilient, Responsive. It is important to understand your financial options based on your personal needs. As a financial professional with Equitable Advisors, LLC and a partner of At ASPEN, LLC*, I am dedicated to helping individuals and businesses build their financial futures. I have over 34 years of experience serving clients in the financial, retirement and investment planning marketplace. I bring many attributes to my business relationships. First impressions are everything. I believe the first meeting with my clients is critical, so I take the time to make sure everyone is on the same page by sharing my philosophies and values as it pertains to planning for the future. My major focus is on helping clients with their investments, retirement income planning and comprehensive wealth management. My practice is founded on Behavioral Investment Counseling, guiding you through the challenges of life as an investor. There will be times when you are nervous about the latest financial crisis and you will start to question if you are on the right path - this is when the value of working with me will be reinforced. Together, we will develop a well-thought out financial plan and base your investment decisions around that plan. My training, experience and professional affiliations has fostered a practical approach to financial services. I have completed the following industry training and certification programs: Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Professional Designation of the American College State Insurance Licenses In 2013 I earned the FIVE Star Wealth Manager Award and was highlighted in the May issue of HOUR Detroit Magazine. This award symbolizes excellence in the financial profession and outstanding sales and service performance. My wife Amy and I live in Oakland, Michigan. We have three children. We are both graduates of Michigan State University.* At ASPEN, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.
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